Insurance Executive / Supervisor

About Ricardo

Ricardo is a 50-year-established financial services and automotive group, whose diverse portfolio spans insurance services, Hire Purchase financing, property-backed SME financing, financing advisory, and workshop operations — delivered through Ricardo Insurance Agency, Ricardo Cars, Ricardo Financial Services, Ricardo Advisory, and Ricardo Auto Centre.

As part of the Group, Ricardo Insurance Agency provides a comprehensive range of General Insurance solutions for individuals and businesses. Working with leading and trusted insurers, we help clients secure competitive coverage across motor, personal, travel, home, commercial, property, and other general insurance needs.

Role Description

We are looking for Insurance Executives and an Insurance Supervisor to support our fast-growing business.

The Executive’s responsibilities include:

• Generate insurance quotations and liaise with insurers to support customers’ and partners’ insurance needs

• Respond to customer and partner enquiries via email and WhatsApp in a timely and professional manner

• Maintain accurate customer records and update information in the CRM system

• Follow up on leads for prospective customers to support new business acquisition and conversion

• Manage policy renewal processes, including proactive follow-up with customers and insurers to ensure timely renewals and retention

• Maintain consistent and accurate filing systems for insurance policies and related documentation

• Support customer relationship management activities through regular follow-ups and direct engagement through WhatsApp and email

The Supervisor’s responsibilities will also include:

• Oversee daily operations, ensuring cases are followed up on, prioritised, and completed in a timely manner

• Monitor service standards and proactively resolve or escalate outstanding issues to ensure prompt, professional customer and partner support

• Supervise and guide the Executive team, driving operational discipline, accuracy, and consistent execution of processes
  

Role Requirements

• At least 2 years of experience in general insurance, motor insurance, or a related insurance role

• Good knowledge of General Insurance products and processes, including quotations, policy terms, NCD, claims, and insurer requirements

• Completion of General Insurance papers (BCP, PGI & ComGI) will be a strong advantage

• Good written and spoken English to communicate with diverse customers

• Proficient use of insurer portals, CRM systems, Merimen, and Microsoft Office

• Strong attention to detail, follow-through, and ability to manage multiple tasks efficiently

• Good communication and customer service skills in engaging customers and partners

• For Supervisor level: Prior experience managing an operations team is required